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Collections is where accounts receivable meets efficiency. Ari helps you send timely payment reminders, track payment promises, and manage overdue invoices. All from Slack. No manual follow-ups, no forgotten deadlines.

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Sending Payment Reminders

Keep customers informed about upcoming and overdue payments with automated reminders that maintain your brand’s tone.
1

Identify overdue invoices

2

Send reminder

Request a reminder email to be sent to one or multiple customers
3

Review message

Ari shows you a preview of the reminder message before sending
4

Approve and send

Click Approve and the reminder is sent immediately

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Example Commands

Reminders are sent to the billing email address in your Stripe or HubSpot records. Ari tracks which reminders have been sent to avoid duplicate messages.

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Tracking Payment Promises

When a customer commits to a payment date, log it with Ari so you can follow up appropriately.
Payment promises create a paper trail in Slack. This is especially useful for customers working through cash flow challenges or waiting for project completion payments.
1

Log the promise

2

Provide details

Include the customer name, amount promised, and the promised date
3

Set follow-up

Ari can automatically remind you if the payment doesn’t arrive by the promised date
4

Track fulfillment

When payment arrives, tell Ari to mark the promise as fulfilled

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Example Commands

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Managing Overdue Invoices

Get visibility into overdue invoices and take action directly from Slack. For what counts as overdue, how Ari tracks it, and exporting overdue reports, see the Collections FAQ.

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Collections Workflow Best Practices

1

Establish clear terms

Set Net 30, Net 45, or custom payment terms at invoice creation
2

Send first reminder early

Send a friendly reminder 3-5 days before the due date
3

Follow up post-due

After the due date, escalate with a second reminder
4

Personal outreach

For large or persistent overdue amounts, arrange a direct conversation
5

Document promises

Always log payment promises so you have a record

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Collections Reporting

View collections metrics and performance directly in Slack.
These metrics pull from your Stripe and HubSpot data, giving you real-time visibility into your cash flow and collection performance.

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Integration with AR Workflow

Collections is part of Ari’s larger accounts receivable system. It works seamlessly with invoicing, revenue analytics, and reconciliation to give you a complete financial picture.
  • Invoicing: Create invoices that automatically become part of your collections workflow
  • Reminders: Automated reminders tie directly to invoice due dates
  • Reconciliation: Match payments to invoices effortlessly
  • Analytics: Track collection rates and identify at-risk customers early